Institutional Ownership Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $375 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,302
shares
|
$13,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,229
shares
|
$13,307
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,228
shares
|
$13,301
0.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,099
shares
|
$12,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$11,940
0.0% of portfolio
|
Q1 2021
Added 35.0%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,848
shares
|
$11,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,826
shares
|
$10,901
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,800
shares
|
$10,746
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$8,955
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,469
shares
|
$8,769
0.0% of portfolio
|
Q3 2024
Added 154.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,386
shares
|
$8,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,341
shares
|
$8,005
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,333
shares
|
$7,958
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,315
shares
|
$7,850
0.0% of portfolio
|
Q3 2024
Added 82.89%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,133
shares
|
$6,764
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,011
shares
|
$6,035
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$5,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$5,970
0.0% of portfolio
|
Q3 2022
Reduced 79.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$5,970
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
955
shares
|
$5,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
800
shares
|
$4,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
774
shares
|
$4,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
642
shares
|
$3,832
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
582
shares
|
$3,474
0.0% of portfolio
|
Q3 2024
Added 182.52%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$3,283
0.0% of portfolio
|
Q3 2024
Added 175.0%
|